O'hagan Group, Inc.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 900
- Avg AUM / client
- $1.4M
- Accounts
- 1,601
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 506 | $122M | 9.75% |
| High net worth individuals | 394 | $1.1B | 90.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph O'hagan | President | Dec 2010 (16y) | 75% or more | |
| Fredrick James Robinson | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Gregory Holland | Registered representative | Sep 2021 (5y) | ||
| John Charles Fontana | Registered representative | Sep 2021 (5y) | ||
| Patrick Joseph Burke | Registered representative | Sep 2021 (5y) | ||
| Angela Marie Cougle | Registered representative | Oct 2021 (5y) | ||
| Dell Vivien Spiva | Registered representative | Jan 2022 (5y) | ||
| Brycen Zane Holland | Registered representative | Jan 2022 (5y) | ||
| Gabriel Edward Karslo | Registered representative | Apr 2025 (1y) | ||
| Olivia Clearie | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 949 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗